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- Alibaba’s Taobao surges in popularity in US as Trump tariffs boost Chinese shopping apps (scmp)
- Chinese Investors Pile Into Big Tech Even as Tariffs Jolt Markets (wsj)
- China Could Be Willing to Enter Trade Talks, Report Says. Here’s the Latest on Tariffs. (barrons)
- How China Can Weather Trump’s Trade War (bloomberg)
- China’s ‘Surprise’ New Trade Rep A Likely Effort At Backchanneling ‘Breakthrough’ With Trump (zerohedge)
- Shein, Temu to get pricier as Trump cracks down on cheap imports (reuters)
- Investor concerns over Chinese ADR de-listings resurface (reuters)
- Hong Kong stocks rise on China policy stimulus hopes to counter US tariffs (scmp)
- US Nvidia H20 restrictions could be shot in the arm for Chinese AI chips like Huawei’s (scmp)
- Chinese Tech Giants Help Exporters’ Efforts at Domestic Expansion (wsj)
- Nvidia Is Now the Biggest U.S.-China Bargaining Chip (wsj)
- Intel will need license to export AI chips to Chinese clients, FT reports (reuters)
- Asian countries look to buy more US energy to offset trade imbalance (reuters)
- Trump Says ‘Big Progress’ Made in Japan Talks on Tariff Deal (bloomberg)
- Prologis Says Trade War Will Boost Demand for U.S. Warehouse Space (wsj)
- Nissan aims to ‘max out’ U.S. production plant amid Trump’s tariffs (cnbc)
- US vehicle supply falls as shoppers panic-buy cars to avoid Trump’s auto tariffs (nypost)
- US Factory Output Increases at Modest Pace Ahead of Tariffs (bloomberg)
- Is This the End of the US Exceptionalism Trade? (bloomberg)
- Wall Street Has a Wish List for the SEC’s New Boss (barrons)
- Insiders Are Rushing To Buy Stocks At Fastest Pace In Years (zerohedge)
- Builders expect tariffs to increase costs by nearly $11,000, but they’re slashing home prices. Here’s why. (marketwatch)
- 3 Reasons to Buy Disney Stock Like There’s No Tomorrow (yahoo)
- ECB Cuts Interest Rates to Counter Threat From Trump Tariffs (wsj)
- US Retail Sales Jump by Most in Two Years on Car-Buying Rush (bloomberg)
- Big Banks Show Consumers Remained Resilient Heading Into Tariff Turmoil (wsj)
- U.S. vehicle supply is falling amid tariff fear-buying (cnbc)
- Strong China GDP Growth Fails to Stem Calls for Urgent Stimulus (bloomberg)
- Domestic Consumption Stays Resilient (chinalastnight)
- China Open to Talks If US Shows Respect, Names Point Person (bloomberg)
- China Names New Trade Envoy as Tariff War With US Escalates (bloomberg)
- Watch in full: Jamie Dimon urges US to engage with China (ft)
- Why China Has Room to Boost Economy After Strong GDP Figures (youtube)
- Chinese exporters on Rednote ask local consumers to buy goods meant for US (reuters)
- American Shoppers Flock to Chinese Apps on Tariff Fears (bloomberg)
- The Dollar Has Been Tumbling. How Much Further It May Fall. (barrons)
- What the Weak Dollar Means for the Global Economy (wsj)
- Dollar bearishness reaches highest level since 2006, says survey (ft)
- 3 reasons why Boeing’s stock will be fine even with China halting airplane orders (marketwatch)
- Goldman: “China Doesn’t Move Needle For Boeing Right Now” (zerohedge)
- Why You Shouldn’t Panic Over Daily Market Swings (morningstar)
- Corporate Insiders Flash Bullish Stock Sign by Buying Into Rout (bloomberg)
- Retail Investors Who’ve Only Known Bull Markets Are Buying the Dip (bloomberg)
- Honda to Shift Production of Civic From Japan to US on Tariffs (bloomberg)
- The Trade War Has Crushed Energy; Two Stocks That Could Still Win (barrons)
- Trump Seeks to Boost Use of Technology to Speed Up Permitting (bloomberg)
- Nvidia Says U.S. Implements Chip Export Restrictions to China, Warns of $5.5 Billion Charge (wsj)
- Cooper Standard Recognized as 2024 Supplier of the Year by General Motors (cooperstandard)
- China’s Economy Likely Grew 5.2% in Months Before US Tariffs (bloomberg)
- Alibaba-Backed AI Startup Zhipu Targets IPO as Soon as 2025 (bloomberg)
- Barclays maintains Alibaba stock Overweight with $180 target (investing)
- China Limits Stock Sales To Maintain Impression Of Stability, As Bessent Hints At Boosting Treasury Buybacks If Fed Does Nothing (zerohedge)
- Tariff Reprieve Is Grand Slam For Markets (chinalastnight)
- Ford and GM Stocks Pop After Trump Says He’s Looking at Auto Tariff Pause (barrons)
- Stock Investors Cheer Tariff Exemptions (wsj)
- ‘Good chance’ of U.K.-U.S. trade deal, JD Vance says, as Trump ‘really loves’ Britain (cnbc)
- Japan Tariff Team Aims for Early Results From US Negotiations (bloomberg)
- Honda to make 90% of US sales locally by relocating Mexico, Canada production, Nikkei reports (reuters)
- Goldman Sachs chief optimistic Trump will listen to corporate America (ft)
- Bessent Says Treasury Has Big Toolkit If Needed for Bonds (bloomberg)
- Dark days for the less-mighty dollar (ft)
- Manufacturing and the Dollar (wsj)
- The Mag 7 Still Aren’t Cheap. These Stocks Are Better Plays. (barrons)
- 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)
- This Chemicals Stock Looks Like a Buy Now, Analyst Says. Thank Tariffs. (barrons)
- Investors Haven’t Been This Bearish in 30 Years, BofA Poll Shows (bloomberg)
- Fund managers have never turned so pessimistic this quickly on U.S. stocks, a survey finds (marketwatch)
- China Orders Boeing Jet Delivery Halt as Trade War Expands (bloomberg)
- UK Consumer Spending Remains Strong in Boost for Growth Hopes (bloomberg)
- Global electric vehicle sales up 29% in March, researchers find (reuters)
- Intel Stock Is Rising on Altera Sale Deal. What It Needs to Do Next. (barrons)
- Intel’s new CEO isn’t wasting time trying to enact a turnaround (marketwatch)
- Nvidia to produce AI servers worth up to $500 billion in US over four years (reuters)
- Lowe’s Bets on Pro Market in Billion-Dollar ADG Acquisition (barrons)
- Intel to sell 51% stake in Altera to Silver Lake (reuters)
- Trump spares smartphones, computers, other electronics from China tariffs (reuters)
- China launches all-out effort to boost consumption as US trade war boils over (scmp)
- Alibaba steps up AI adoption in auto industry with Nio, BMW deals (scmp)
- China’s Stock Rescue in Full Swing as ETF Inflows Hit Record (bloomberg)
- China’s Exports Surge as Orders Front-Loaded Before Tariffs (wsj)
- U.S. Stocks Downgraded on Tariffs Risk. Where Citi Says to Invest Instead. (barrons)
- Investors look to Europe as US market confidence wanes (yahoo)
- Bruised dollar languishes near three-year lows on tariff anxiety (streetinsider)
- Dollar Fears Grow as Traders Increase Hedges to Five-Year High (bloomberg)
- Fundstrat’s Tom Lee: Good stock opportunities emerging despite market zigzags (youtube)
- How the U.S. Lost Its Place as the World’s Manufacturing Powerhouse (wsj)
- Average new car price held steady in March, but pre-tariff inventory is selling fast (marketwatch)
- Pfizer Halts Development of Weight-Loss Pill (wsj)
- Rory McIlroy Wins the Masters to Complete a Career Grand Slam (wsj)
- If Wall Street CEOs See a Recession, Their Guidance Isn’t Showing It. Yet. (barrons)
- Trump exempts smartphones, laptops, and semiconductors from new tariffs (techcrunch)
- China’s March Lending Jumped on Government Stimulus Push (wsj)
- Can China fight America alone? (economist)
- Trump’s Tariffic Mistake (scottgrannis)
- The tricky task of calculating AI’s energy use (economist)
- Alibaba’s Quark surpasses ByteDance’s Doubao, DeepSeek as China’s top AI app (scmp)
- Intel Is Retooling Its Board. Big Changes Could Come in May. (barrons)
- Etsy marries AI and human touch with curated collections (yahoo)
- Logistics giant GXO is going big on humanoid robots (businessinsider)
- PayPal Teams With Will Ferrell To Promote Updated Pay-Later Program (pymnts)
- Kelley Blue Book Report: New-Vehicle Prices Hold Steady in March As Sales Increase Ahead of Anticipated Tariff-Driven Price Hikes (coxauto)
- U.S. Electric Vehicle Sales Increase More Than 10% Year Over Year in Q1: GM Drives EV Growth While Tesla Declines (coxauto)
- Housing market inventory is rising just about everywhere—just look at this map (fastcompany)
- Is This Finally Rory McIlroy’s Moment at the Masters? (wsj)
- Masters 2025: Rory vs. Bryson could join these final-round showdowns among Augusta’s all-time greatest (golfdigest)
- Trump Has a $350 Billion Deal for Europe: Buy Our Energy (wsj)
- Trump pushes trade partners to buy more U.S. energy as a way to avoid higher tariffs (cnbc)
- Trump optimistic on reaching deal with China, White House says (reuters)
- China Raises Tariffs on the U.S. Again. Currencies Are a New Concern. (barrons)
- China Market Update: China ADR Delisting ‘Sources’ Ignore Facts (forbes)
- Some Americans are stockpiling $220 sneakers before Trump’s tariffs raise prices even higher (marketwatch)
- Cheap things from China are poised to get pricey. Secondhand retailers are ready to take advantage (cnn)
- Wall Street’s Best Hope to End Trump’s Global Trade War Is One of Its Own (wsj)
- What’s the Basis Trade and What Role Did It Play in Market Volatility? (bloomberg)
- The Simple Explanation for This Week’s Treasury Market Mayhem (wsj)
- Long-Term Treasury Bond Yields Are Spiking. Why It Won’t Last. (barrons)
- Federal Reserve ‘absolutely’ ready to help stabilise market if needed, top official says (ft)
- How One of the Wildest Weeks in Market History Unfolded (wsj)
- America’s Heartland Is Coming Back. Can the Recovery Last? (barrons)
- 22 Best Healthcare Companies to Invest In (morningstar)
- Nobody Knows (Yet Again) (oaktree)
- Why We Think the Market’s Outlook for Housing Stocks Is Overly Bearish (morningstar)
- US Mortgage Rates Fall for Third Week to Lowest Since December (bloomberg)
- 30-Year Treasury Auction Showed Strong Demand. What It Means for the Bond Market. (barrons)
- Dollar Slides to Multiyear Lows as U.S.-China Tariff War Escalates (wsj)
- Trump Team Races to Cut Piecemeal Tariff Deals With More Than 70 Countries (wsj)
- Bessent Emerges as Wall Street Man-of-the-Hour Trade Negotiator (bloomberg)
- Einhorn Says Tariff ‘Attacks’ to Force More Fed Cuts This Year (bloomberg)
- White House Official Says More Than 15 Countries Have Made Trade Deal Offers (zerohedge)
- Vietnam Envoy Meets Bessent, Lutnick to Push Trade Deal (bloomberg)
- US power use to reach record highs in 2025 and 2026, EIA says (reuters)
- Forget the Market Roller Coaster. Theme-Park Stocks Could Be a Tariff Beater (barrons)
- Wall Street Pulls Back on the Weight-Loss Drug Hype (barrons)
- Market Rout Shatters Long-Held Beliefs on Investing (wsj)
- UK Growth Surges as Factories Boost Output Before US Tariffs (bloomberg)
- Stifel maintains GXO stock Buy rating, $66 target amid acquisition delay (investing)
- PayPal Doubles Down on Checkout and Pay Later with New Will Ferrell Campaign and Biggest Sweepstakes Ever (investing)
- 2 Countries in Trump’s Tariff Crosshairs Are Bargains. You’ll Be Surprised. (barrons)
- China’s Tech Giants Move to Support Exporters as Trade Tensions Rise (wsj)
- Shein’s Bargain-App Formula Crumbles Under Trump (wsj)
- Alibaba’s Jack Ma Wants AI to Serve, Not Lord Over, Humans (bloomberg)
- China Stocks Extend Gains as Stimulus, Deal Hopes Get Upper Hand (bloomberg)
- China unlikely to aggressively devalue yuan to offset impact of U.S. tariffs, economists say (cnbc)
- ‘This Is a Great Time to Buy’: Tariff Pause Sparks Historic Rally (wsj)
- Trump Pauses ‘Reciprocal’ Tariffs, but Hits China Harder (wsj)
- The U.S. and China Are Still in a Trade War. Here’s How Much Business They Do. (wsj)
- Trump Ups the Tariffs Ante on China. What Moves Beijing Has Left. (barrons)
- European Union to put countermeasures to U.S. tariffs on hold for 90 days (cnbc)
- Ray Dalio says Trump should negotiate a ‘win-win’ trade deal with China (cnbc)
- As U.S. Buyers Cancel Orders, Chinese Factories Say No More Discounts (wsj)
- Taiwan Aims to Triple US Share of LNG to Avoid Tariffs (bloomberg)
- Vietnam, US to Start Trade Deal Talks After 46% Tariff Pause (bloomberg)
- Trump’s latest China move called ‘art of the deal’ masterstroke (streetinsider)
- EU weighs buying more US gas due to Trump tariff pressure (ft)
- China Leaders to Meet on Stimulus After Trump’s Tariff Shock (bloomberg)
- China’s Stock Investors Show Faith in Beijing as Trump Ups Ante (bloomberg)
- Jack Ma’s Alibaba Cloud visit a sign of support as tech giant accelerates adoption of AI (scmp)
- Largest Southbound Connect Buying EVER In Hong Kong: Alibaba & Tencent Significant Benefactors (chinalastnight)
- China musters ‘national team’ to fight on front line in trade war (ft)
- US tripling of small-package duties delivers further blow to Shein and Temu (ft)
- AI Data Center Growth Means More Coal and Gas Plants, IEA Says (bloomberg)
- Is the US power grid ready to meet the demands of data centres? (ft)
- Texas Is Ground Zero for the US Battery Boom (bloomberg)
- PC Shipments Jumped Most In Years Ahead Of Tariff Blitz (zerohedge)
- Behind Stocks’ Big Bounce: Sudden Short Covering, Low Liquidity (bloomberg)
- Bond Market Calms as 10-Year Treasury Auction Sees ‘Very Strong’ Demand (barrons)
- Boeing Stock Takes Off as Trump Mitigates Tariff Risk (barrons)
- Vietjet signs $300 million finance deal, in talks to expand order with Boeing (investing)
- Bernstein maintains Disney stock Outperform with $120 target (investing)
- Why Dividend Stocks Are the Ones to Buy in Periods of Turmoil (barrons)
- Retail investors started to favor S&P 500 put options. Then the market surged. (marketwatch)
- Investors Fear Another Big Blowup of Basis Trade as Treasuries Lose Haven Status (bloomberg)
- Weekly mortgage demand jumped 20% last week, as tariff volatility briefly tanked rates (cnbc)
- US Mortgage Rates Drop to Lowest Since October, Spurring Demand (bloomberg)
- US houses are shrinking as inflation pushes ‘McMansions’ out of reach (ft)
- Tariffs Are Coming for the AI Boom (wsj)
- Trump Must Deregulate U.S. Energy to Unleash AI Dominance (wsj)
- Traders boost bets Fed will start cutting rates in May (reuters)
- Companies’ rush to promise new US factories threatened by Trump tariff chaos (ft)
- Asian Nations Promise to Buy More US Gas to Win Tariff Relief (bloomberg)
- South Korea Eyes ‘Big’ Trade Deal After Long Awaited Trump Call (bloomberg)
- Vietnam’s deputy PM to meet US’s Bessent, Boeing on Wednesday, schedule shows (reuters)
- India Says Tariff Strategy Is to Seek US Trade Deal (bloomberg)
- The Treasury basis trade rears its head again (ft)
- Record-Breaking $1 Trillion Defense Budget: Trump, Hegseth Say It’s Happening (zerohedge)
- Boeing Closes In on Airbus With Strong First-Quarter Deliveries (bloomberg)
- Boeing deliveries in March jump by 41% compared to a year earlier (reuters)
- Pfizer Stock’s Fall to ’97 Level Lifts Yield Near 8%. Dividend Looks Safe. (barrons)
- Honeywell and 11 Other Stocks to Considering Buying After the Tariff Turmoil (barrons)
- If Tariff Deals Happen, These Stocks Could Pop (barrons)
- The 10 Best Dividend Stocks (morningstar)
- Disney Offers Discounts, Shows as New Universal Theme Park Looms (bloomberg)
- Alibaba executive sees ‘explosive growth’ in AI applications in China in 2025 (scmp)
- National Team Cavalry Arrives (chinalastnight)
- China slaps 84% retaliatory tariffs on U.S. goods in response to Trump (cnbc)
- Chinese Stocks Bounce Back as Stimulus Bets Counter Tariff Blow (bloomberg)
- China Has Readied a Trade-War Arsenal That Takes Aim at U.S. Companies (wsj)
- China Auto Sales Rose Sharply in March on Subsidies, Softer Price Competition (wsj)
- Scott Bessent says up to 70 nations want to negotiate over Trump’s tariffs (foxbusiness)
- Musk made direct appeals to Trump to reverse new tariffs, Washington Post reports (reuters)
- Bessent Sees ‘Good Deals’ Potential as US Works Priority List (bloomberg)
- Top Vietnam Official Rushes to Washington for Talks on Trade (bloomberg)
- Bessent Says Everything Is on Negotiating Table With Tariffs (bloomberg)
- Can companies exploit differences between Trump’s tariff rates? (ft)
- Vietnam to buy US defence, security products to tackle trade gap (reuters)
- Watch CNBC’s full interview with Treasury Secretary Scott Bessent (youtube)
- The False Tariff Headline That Sent Stocks on a $2 Trillion Ride (wsj)
- Some US consumers stockpile goods ahead of Trump’s new tariffs (reuters)
- Levi’s Earnings Beat Forecasts. Tariffs to Have ‘Minimal Impact’ This Quarter. (barrons)
- “Risk-Reward is Skewed To The Upside”: Goldman Traders Turn Bullish (zerohedge)
- Hedge funds pile up record short bets against stocks as traders go into ‘self-protection mode’ (cnbc)
- US Stock Market Outlook: From ‘Priced to Perfection’ to Time to Buy (morningstar)
- 3 Reasons for Hope as the Market Selloff Continues (barrons)
- 124 Stocks Hit Undervalued Territory in Tariff Selloff (morningstar)
- 3 Stocks to Buy and Hold During Tariff Chaos (morningstar)
- Bank of America, Chewy, and 16 More Stocks to Help You Hide From Tariff Chaos (barrons)
- Alibaba Chases International AI Users With New Qwen Upgrades (bloomberg)
- DeepSeek, Alibaba help China narrow gap with US in leading AI models: Stanford report (scmp)
- China state firms pledge to boost share purchases to calm markets (reuters)
- China Traders Boost Monetary Easing Bets as Tariffs Roil Markets (bloomberg)
- China’s Record Equity Risk Premium Bodes Well for State Buying (bloomberg)
- China Readies Policies To Counter Tariffs (chinalastnight)
- Many U.S. Companies Plan to Keep China Ties, Survey Finds (wsj)
- Americans Have $35 Trillion in Housing Wealth—and It’s Costing Them (wsj)
- Jeep Maker Stellantis Offers to Help Suppliers Pay Tariff Costs (bloomberg)
- Diageo Reaches Ciroc Deal With LeBron James-Backed Tequila (bloomberg)
- Generac’s new line of generators targets growing data center demand (reuters)
- Advanced Micro Devices Stock Gets a Downgrade. Nvidia and Intel Are Part of the Problem. (barrons)
